Tools and resources for Professional Advisors

Publications, Information Kits & Forms

SAMPLE BEQUEST LANGUAGE:

This language is representative of our standard agreement. To customize it for your client’s particular situation, please contact the Development staff at 860-548-1888 or DonorAdvised@hfpg.org.

If your client wishes to make a lifetime gift through a trustee bank rather than directly to the Foundation, please contact the Development staff to discuss the required procedures and language.

I bequeath the sum of [amount] Dollars ($___,000) [or I devise and bequeath all the rest, residue and remainder of my estate] to HFPG, Inc., a charitable corporation affiliated with the Hartford Foundation for Public Giving, to be held in a separate fund and to be known as the [insert desired name of fund] Fund. The income of this bequest is to be used for [insert purpose of fund].

We are the community foundation for the Capitol Region of Connecticut - your community foundation - committed to bringing together resources, both human and financial, to improve the lives of all residents. Our work is only possible through the dedication of our partners: donors, nonprofit agencies, professional advisors and community and business leaders.